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Kathryn Dunn Lynch

LPl Financial LLC

Valencia, CA

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-09-12
  • CA RA
    APPROVED
    Since 2023-09-12

Branch Locations

27918 Franklin Pkway, Valencia, CA 91355 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Logix Federal Credit Union Valencia CA 02/2019 Present
Chase Bank Tarzana CA 06/2018 02/2019
Spirit Airlines Chicago IL 05/2015 05/2018
Lpl Financial Llc Valencia CA 04/2023 Present
  • 02/2019 → Present
    Logix Federal Credit Union
    Valencia, CA
  • 06/2018 → 02/2019
    Chase Bank
    Tarzana, CA
  • 05/2015 → 05/2018
    Spirit Airlines
    Chicago, IL
  • 04/2023 → Present
    Lpl Financial Llc
    Valencia, CA
Other Businesses

1)04/2023 - Logix Financial Services - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s)

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-11
  • S66 Uniform Combined State Law Examination
    2023-09-11
Other Names
  • Kkathryn Dunn Lynch
  • Kathryn Lois Dunn
  • Katy Lois Dunn
  • Katy Dunn Lynch

View on SEC IAPD

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ADVUS FINANCIAL PARTNERS, LLC
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
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Other Investors

CHRISTOPHER MATTHEW INGRAM
JENNIFER CARYN BROWN
BYRON PATRICIO ALVARADO
Frederic Matthew Wachtel
HOWARD MARTINEZ
Dulce Melody Vazquez
Rudy Henry Herrera
Eric Abrahamian

Other Offices

PROSPERITAS FINANCIAL, LLC · VALENCIA, CA
PROSPERITAS FINANCIAL, LLC · Valencia, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Valencia, CA
PROSPERITAS FINANCIAL, LLC · Valencia, CA
OSAIC WEALTH, INC. · SANTA CLARITA, CA
PROSPERITAS FINANCIAL, LLC · Valencia, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · VALENCIA, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · VALENCIA, CA

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